+272.1%
CNQ vs GEN
+22.3%
+249.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -0.7% |
| 7D | +0.1% | -1.3% | +1.4% | +0.3% |
| 30D | +6.2% | +6.1% | +0.1% | +5.2% |
| 3M | +12.4% | +27.0% | -14.6% | +8.1% |
| 6M | +9.0% | +43.9% | -34.8% | +2.3% |
| YTD | +52.2% | +13.0% | +39.2% | +49.1% |
| 1Y | +65.0% | +4.0% | +61.0% | +64.2% |
| 3Y | +78.8% | +66.2% | +12.7% | +61.7% |
| All | +272.1% | +22.3% | +249.8% | +236.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling